CRM and Project Management
Service businesses do not stop at winning the work. You then have to deliver it. These posts look at how a CRM can handle the project side as well as the sales side, using Capsule Tracks and sensible workflows. I cover where a CRM is enough and where a dedicated project tool earns its place. The goal is one system that carries a client from first enquiry through to delivered work. If your sales and delivery live in separate worlds, this will help you join them.
How to use Capsule CRM to manage client projects: a practical walkthrough
A practical guide to Capsule's Tracks feature: what it does, how to build templates that work, and the common mistakes.
Read moreProject ManagementCRM for project-based businesses: tracking the work, not just the sale
Why project-based businesses need more than a sales pipeline, and what to look for in a CRM that handles long-running client work.
Read moreProject ManagementCRM or project management software: do you really need both?
Most small service businesses end up with both a CRM and a project management tool and use neither properly. Here's how to think about it.
Read moreProject ManagementThe best CRM for service-based businesses (and why most generic CRMs fail you)
Why most CRMs were built for sales teams and fail service businesses, what service businesses need from a CRM, and the realistic options.
Read moreProject ManagementCRM with project management: running client work and sales from one place
Why most service businesses end up with split sales and delivery systems, and what a CRM that handles both should do well. Written by a UK CRM specialist.
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